March 7, 2023 |
Roundtable: Growing Membership and Recapturing Lost Members
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February 28, 2023 |
Roundtable: Understanding The Council of Excellence Program & Application
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February 23, 2023 |
Website Tutorial: Managing a Member's Transactions
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December 12, 2022 |
Roundtable: What You Missed at Council Leadership Day at the Annual Conference
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December 7, 2022 |
AEP® and EPLS Forum - Amplify Your High Net Worth Practice with Philanthropic Planning
Dana J. Holt, JD, RICP®, AEP®, CAP®, CEO + Philanthropic Strategist, Holt Consulting, LLC |
October 19, 2022 |
CANCELLED Roundtable: The Benefit of Having a Council Executive
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September 22, 2022 |
Roundtable: Membership Topics: Nothing is Off the Table
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September 8, 2022 |
Council Executive / Administrator Session: The Changing Nature of the Association World
Facilitated by Melissa Dornan, Baltimore EPC and Kris Wolfe, F&EPC of Metro Detroit |
August 16, 2022 |
AEP® and EPLS Forum - Back to the Future: The Central Role of Family Governance in Today's Estate Planning
Tom Rogerson, Co-Founder & CEO, GenLeg Co. |
July 28, 2022 |
Website Tutorial: Membership Renewal, A Deep Dive Into the Online Renewal Process
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July 20, 2022 |
Your NAEPC-Hosted Website: New and Upcoming Features
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July 18, 2022 |
Roundtable: Event Planning 101
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June 27, 2022 |
Leadership Day
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June 9, 2022 |
The Accredited Estate Planner® Designation from A - Z
National Leadership and Staff |
May 26, 2022 |
Roundtable: Planning for Your Term as an Officer (with Position-Specific Breakout Sessions)
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May 18, 2022 |
AEP® and EPLS Forum - Estate Planning for the 99%
Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) |
May 2, 2022 |
Council Executive / Administrator Session: The Future's So Bright: Strategic Planning, Planning Your Next Programming Year, and Planning for the Unexpected
Facilitated by Misty Griesinger, Cincinnati EPC and Jenna Olson, EPC of Seattle & East King County EPC |
April 27, 2022 |
Roundtable: The Council Nominated AEP® Program and Its Benefit to Your Estate Planning Council
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April 22, 2022 |
Roundtable: Imagining Your Council Post-COVID Strategies for Sustaining Membership and Engaging Members in New and Different Ways
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March 2, 2022 |
Website Tutorial: Maximizing Event Planning Efficiency Using Event and RSVP Management
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February 28, 2022 |
Roundtable: Council of Excellence Application Workshop
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February 23, 2022 |
AEP® and EPLS Forum - Behavioral Finance: Is it Rational or Irrational?
Kit Mac Nee, CFP®, CRPC®, CSPG. AEP® |
January 26, 2022 |
Roundtable: Starting Your Council's New Year
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January 20, 2022 |
Council Executive / Administrator Session: New Year, New You: A Discussion about Finding Balance, Developing Efficiencies, and Serving Your Clients/Council to the Best of Your Abilities
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December 16, 2021 |
Council Executive / Administrator Development Session
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December 1, 2021 |
Town Hall Roundtable: Your Council's Life After COVID: Returning to In-Person Events
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November 16, 2021 |
Website Tutorial: Your Website's Links, Document Library and Photo Gallery
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November 10, 2021 |
Leadership Day Conference & Council of Excellence Award Celebration
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October 21, 2021 |
AEP® and EPLS Forum Discussing Diversity: Considerations for Estate Planning Professionals
Kim Kamin, JD, B.A., AEP®, Max Elliott, Esq., and Terry Navarro, CPA, with Judith A. Saxe, JD, AEP®, CAP®, Moderator |
October 19, 2021 |
Town Hall Roundtable: Membership Growth & Retention
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September 28, 2021 |
Leadership Day Conference
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September 23, 2021 |
The Accredited Estate Planner® Designation from A - Z
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September 13, 2021 |
Website Tutorial: An In-Depth Look at Payment Processing
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September 9, 2021 |
Council Executive / Administrator Development & Website Feedback Session
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August 17, 2021 |
Town Hall Roundtable: Council by Size Session for Large and Extra-Large Councils
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August 10, 2021 |
Town Hall Roundtable: Council by Size Session for Medium Councils
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August 3, 2021 |
Town Hall Roundtable: Council by Size Session for Extra-Small & Small Councils
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July 27, 2021 |
Town Hall Roundtable: Our Council was Dormant during COVID: How do we Regroup?
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July 19, 2021 |
Leadership Day
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July 15, 2021 |
AEP & EPLS Live Streaming Forum
Alex Sheen, Founder of because I said I would |
July 12, 2021 |
Website Tutorial: Guide to Managing Members, Renewals and Applications
NAEPC Webmaster and staff |
June 24, 2021 |
Town Hall Roundtable: Our Council was Dormant during COVID: How do we Regroup?
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June 23, 2021 |
Town Hall Roundtable: Your Council's Life After COVID: Returning to In-Person Events
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June 22, 2021 |
AEP® Designee and EPLS Certificant Forum Event with Panel Discussion and Breakout Sessions
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June 17, 2021 |
Town Hall Roundtable: Learning about the Accredited Estate Planner® Designation Council Nomination Program
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June 3, 2021 |
Webinar: Best Practices: Planning & Execution of Hybrid Meetings
Stephen Buscema of ConferenceAdit |
May 25, 2021 |
Website Tutorial - Admin Advanced: Tips, Tricks and Techniques for Enhancing your Website
Bruce Newburger, NAEPC Webmaster and Sarah Butterfield, NAEPC Administrator |
May 18, 2021 |
Webinar: Best Practices: Planning & Execution of Hybrid Meetings
Stephen Buscema of ConferenceAdit |
April 17, 2021 |
Martin Shenkman’s Collaborative Writing Workshop Registration
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April 1, 2021 |
57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference Post-Event Access
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March 18, 2021 |
AEP® and EPLS Designee-Only Social
AEP® Committee Leadership & National Board Members |
December 31, 2020 |
Webinar - Group Gathering
Various |
December 2, 2020 |
10th Annual AEP® and EPLS Forum and Election Ceremony for the NAEPC Estate Planning Hall of Fame® Class of 2020 ...a Uniquely Collaborative Educational Experience
Turney P. Berry, JD, AEP® (Distinguished) & Charles A. Redd, JD, AEP® (Distinguished) |
November 18, 2020 |
Council Executive/Administrator Development & Website Virtual Feedback Session
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October 20, 2020 |
Council of Excellence Virtual Awards Ceremony & Regional Leadership Day Wrap Up Party
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October 16, 2020 |
Regional Leadership Day " Last Chance" Conference
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September 23, 2020 |
Regional Leadership Day Program #6: September 23 & 24, 2020
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September 16, 2020 |
Regional Leadership Day Program #5: September 16 & 17, 2020 - Attendance Has Exceeded Capacity
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August 31, 2020 |
Regional Leadership Day Program #4: August 31 & September 1, 2020 - Attendance Has Exceeded Capacity
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August 27, 2020 |
Regional Leadership Day Program #3: August 27 & 28, 2020 - Attendance Has Exceeded Capacity
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August 25, 2020 |
Regional Leadership Day Program #2: August 25 & 26, 2020 - Attendance Has Exceeded Capacity
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August 10, 2020 |
Regional Leadership Day Program #1: August 10 & 11, 2020 - Attendance Has Exceeded Capacity
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August 4, 2020 |
Website Tutorial - Online Membership Applications: Creating Efficiency while Maximizing Your Council’s Membership Opportunities
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July 29, 2020 |
Town Hall Roundtable
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July 13, 2020 |
Town Hall Roundtable
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July 9, 2020 |
Staff Executive / Administrator Only Town Hall Roundtable
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June 24, 2020 |
Town Hall Roundtable - This Event has Exceeded Capacity, Please Register for Another Upcoming Program
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June 11, 2020 |
Town Hall Roundtable
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May 29, 2020 |
Website Tutorial: Leveraging your NAEPC-hosted Website to Maximize Your Council’s Sponsorship Income
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May 27, 2020 |
Town Hall Roundtable
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May 22, 2020 |
Town Hall Roundtable - Registration Closed, New Date Added
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May 19, 2020 |
Town Hall Roundtable - Registration Closed, New Date Added
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May 14, 2020 |
Town Hall Roundtable - Registration Closed, New Dates Added
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May 11, 2020 |
Town Hall Roundtable - Registration Closed, New Dates Added
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